Plans listing this provider
51
0.09% of the 56,420 plans with Schedule H financials; 51 in 2023
Providers › Shepherd Financial Investment Advis
Shepherd Financial Investment Advis
- Service provider, as named on Schedule C
- EIN 820759826
- Plan year 2024
- Direct compensation reported $1,524,342
Assets of those plans
$1,853,270,402
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
11
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,524,342
86% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 37 |
| 99 | Other fees | 18 |
| 50 | Direct payment from the plan | 12 |
| 70 | Consulting fees | 12 |
| 15 | Recordkeeping and information management | 11 |
| 21 | Trustee (bank, trust company or similar) | 11 |
| 49 | Other services | 11 |
| 64 | Recordkeeping fees | 11 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Elanco US, Inc. 401(k) Plan | Elanco US | $676,648,821 | 3,658 | $156,556 |
| Red Gold, Inc. 401(k) Profit Sharing Plan | Red Gold | $162,386,348 | 1,994 | $13,500 |
| Employees' Savings Plan of Beck's Superior Hybrids, Inc. | Beck's Superior Hybrids | $109,094,419 | 1,184 | $28,641 |
| Rose Acre Farms Employees' 401(k) Plan | Rose Acre Farms | $100,378,665 | 994 | $88,955 |
| CIT Trucks Retirement Readiness Plan | CIT Trucks | $56,528,265 | 926 | $46,000 |
| Hurco Companies Inc. 401(k) Retirement Plan | Hurco Companies | $50,909,347 | 301 | $49,063 |
| Selectransportation Resources, L.L.C. Retirement Savings Plan | Selectransportation Resources | $45,160,846 | 480 | $52,534 |
| Wilhelm Construction, Inc. 401(k) Plan | Wilhelm Construction | $42,715,250 | 683 | $22,000 |
| Elwood Staffing Services, Inc. 401(k) Retirement Plan | Elwood Staffing Services | $35,046,562 | 1,209 | $36,000 |
| Ratio States, LLC 401(k) Plan | Ratio States | $34,535,638 | 255 | $0 |
| Voss Industries 401(k) Retirement Plan | PGP | $30,668,921 | 224 | $14,995 |
| Advanced Turf Solutions 401(k) Plan | Advanced Turf Solutions | $29,799,859 | 341 | $54,206 |
| Shepherd Pooled Employer Plan | Standard Retirement Services | $29,671,417 | 1,028 | $93,325 |
| Schmidt Associates Inc. 401(k) and Profit Sharing Plan | Schmidt Associates | $26,166,242 | 153 | $55,941 |
| KPG Corp. 401(k) Retirement Plan | KPG | $22,948,009 | 513 | $49,056 |
| R. T. Moore Co. Inc. 401(k) Profit Sharing Plan | R.T. Moore | $22,388,072 | 872 | $16,667 |
| Ermco, Inc. 401(k) Savings Plan | Ermco | $19,832,423 | 155 | $0 |
| Crew Carwash 401(k) Plan | Crew Carwash | $19,468,457 | 313 | $15,000 |
| Savings Plan of Danny Herman Trucking Employees | Danny Herman Trucking | $19,324,605 | 610 | $44,062 |
| Winkler, Inc. Employees' Profit Sharing Plan | Winkler | $18,040,943 | 273 | $0 |
| The Hagerman Group 401(k) Plan | Hagerman Construction | $17,654,809 | 209 | $38,243 |
| Park 100 Foods 401(k) Savings Planrecordkeeper | Park 100 Foods | $14,983,902 | 261 | $24,005 |
| Grammer Transport Holdings 401(k) Plan | Grammer Transport Holdings Inc. and Affiliated Subsidiaries | $14,720,234 | 346 | $37,336 |
| Theoris Group, Inc. 401(k) Profit Sharing Planrecordkeeper | Theoris | $13,669,285 | 342 | $35,750 |
| Centerstone of America, Inc. 401(k) Retirement Plan | Centerstone of America | $13,380,627 | 349 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.